Senior Trust Relationship Manager

Priori; United States; On-site; USD 145,080 - 167,400; Full time

Benefits offered by this job

High-quality engagements with top legal teams

Flexible work opportunities

Streamlined platform experience

Dedicated success advocacy team

Job summary

A Global Bank and Financial Services Group is seeking an experienced trust professional to manage complex trust and estate accounts. Candidates should have a CTFA Certification and a Master's degree or equivalent experience in fiduciary trust. The role is full-time for 24 months and offers remote work with a budget of $13,000 to $15,000 monthly. Join a diverse, inclusive team and gain access to high-quality engagements with top legal teams. The position is W-2 employed through a workforce solutions company.

Qualifications

• 10-15 years of fiduciary trust experience or formal training equivalent.
• Completion of all trust school levels of ABA/Cannon.

Responsibilities

• Manage and administer complex trust and estate accounts as per regulations.
• Review and interpret trust agreements to ensure compliance.
• Lead daily fiduciary operations and client communications.
• Coordinate onboarding and account maintenance with stakeholders.
• Support regulatory reviews and documentation processes.

Skills

Trust Administration

Regulatory Compliance

Wealth Management

Client Communication

Fiduciary Operations

Education

CTFA Certification

Master's Degree in related field (JD acceptable)

Job description

About the Opportunity

A Global Bank and Financial Services Group is looking for a trust professional with 10+ years' experience having experience with Trust Administration; Regulatory Compliance; and Wealth Management for a 24 month engagement.

The work will involve overseeing a portfolio of complex trust and estate relationships, ensuring alignment with governing documents, internal policies, and regulatory requirements. The selected candidates will be responsible for driving end to end fiduciary operations across account administration, stakeholder coordination, and oversight activities.

Key Responsibilities

• Managing and administering complex trust and estate accounts in accordance with governing documents and regulations
• Reviewing and interpreting trust agreements, structures, and account activity to ensure accuracy and compliance
• Leading day to day fiduciary operations, including client communications and discretionary decision support
• Coordinating with internal stakeholders and external counsel on onboarding, maintenance, and account closures
• Supporting regulatory reviews and oversight processes, including documentation, reporting, and committee participation

Required Experience

• Required Qualifications Include: CTFA Certification, Masters Degree in related field (JD acceptable), completion of all trust school levels of ABA/Cannon, or 10-15 years of fiduciary trust experience that has provided training equivalent to formal training.
• Location: Remote
• Schedule: Full-time

Required

• Candidate must be able to work full - time, for 24 months.
• The work will be performed remotely.
• Company's preferred pricing model is hourly with a budget of $13,000 - $15,000 per month, flexible based on experience.
• The selected worker will be employed (W-2) by a workforce solutions company for the duration of the engagement.

Why Join the Priori Network

Gain access to:

• High-quality engagements with top in-house legal teams
• Flexible work opportunities that align with your schedule and goals
• A streamlined platform experience with no endless proposals or bidding wars
• A dedicated team that advocates for your success, from matching to payment

Priori is an equal opportunity organization. We celebrate diversity and are committed to creating an inclusive environment for all network professionals.